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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,388 | $217,432-98.4% | $185,849-98.2% | $167,536-98.0% |
| Participation rate | 16.7% | 86.1%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 11.89% | 148.42%-136.5pp | 122.10%-110.2pp | 478.82%-466.9pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $78 | $19,818-99.6% | $16,244-99.5% | $12,315-99.4% |